Google Cloud’s Q3 2025 saw explosive 34% growth, a $155B backlog, and more billion-dollar AI deals than the last two years combined, cementing its rise as the AI-first cloud powerhouse.
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Sundar Pichai credits larger deals, more customers, and deepening AI relationships for Google Cloud’s explosive quarter.
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
AWS, once the cloud pioneer, is now lagging behind Microsoft, Google, and Oracle in growth and innovation amid the AI Revolution.
Palantir’s Q3 results redefine hypergrowth, and CEO Alexander Karp’s scathing industry commentary redefines candor.
A record-breaking quarter shows Palantir redefining how AI and data can transform entire industries.
Google Cloud’s 46% Q3 backlog growth and Oracle’s 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
Microsoft Azure’s Q3 share slips as Google Cloud gains momentum in new customer acquisition and market performance.
Modernization leader cites need for ‘psychological safety’ of employees during AI initiatives, explains how one customer reduced revenue booking time by 75% with AI.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
Oracle NetSuite’s next evolution brings agentic intelligence to everyday business operations.
SAP CEO Christian Klein reaffirms SAP’s strategy to focus on AI, business data, and customer outcomes — rejecting hyperscaler ambitions and outpacing Oracle in cloud growth.
SAP is pulling far ahead of its rivals as the enterprise-apps market shifts toward agentic AI, posting growth rates more than double those of Oracle and Salesforce.
The AWS outage this week could have a devastating impact on Amazon, as it’s already falling behind competitors.
At the 2025 Community Summit North America Women in Tech Luncheon, inspiring speakers shared stories of courage, connection, and leadership — showing how women across the Microsoft ecosystem are building bridges, businesses, and belief in themselves and each other.
The recent outage that AWS experienced could have a significant impact on the company’s reputation, pushing it further behind competitors.
Salesforce has high ambitions for agentic AI and Data Cloud, as the company is making its way into new market categories.
AI and Copilots took center stage on day one of Community Summit, with sessions showing how the technology is driving real business change.
The 2025 Community Summit North America keynote brought together thousands of Microsoft leaders and community innovators to showcase how AI is transforming Dynamics 365 and redefining the future of business applications.